Global and per-entity search in TatvaCRM
How to search in TatvaCRM. The global search bar (top of every page), per-entity filters, advanced search operators, and saving search views.
Search is what makes a CRM with 5,000 contacts feel like a CRM with 50. This page covers the global search bar, per-module filters, advanced operators, and saving search views.
Global search (top bar)
The search bar at the top of every page (shortcut: Ctrl+K on Windows / ⌘+K on Mac) searches across all modules. Type a name, phone, email, GSTIN, or any text — TatvaCRM returns matches across Contacts, Companies, Deals, Leads, and Tasks.
Results are grouped by module. Click any result to jump directly to the record. The bar remembers your recent searches.
9876543210, +91 9876543210, 98765-43210 all match), GSTIN, PAN, and any field marked as “searchable” in custom field configuration. Long-text notes are searchable; very long descriptions may take an extra moment.Per-module search
Each module (Contacts, Companies, Deals, etc.) has its own search at the top of the module page. This searches only within that module — useful when you know what type of record you’re looking for.
Per-module search has more capability: filter by multiple fields, combine filters with AND / OR, save the search as a view.
Filters and combinations
Click + Filter to add filter conditions. Each filter has a field, an operator, and a value:
| Operator | Use for |
|---|---|
| equals | Exact match |
| not equals | Exclude |
| contains | Partial text match |
| starts with | Useful for codes like GSTIN prefixes |
| is empty / not empty | For finding missing data |
| greater than / less than | For numbers and dates |
| between | Date range, value range |
| in (list) | Multiple specific values |
Combine filters with AND (default) or OR. Group conditions with brackets for complex queries.
Example searches
“Contacts from Mumbai who haven’t been called in 30 days”
On Contacts page: filter city equals Mumbai AND last contacted date < (today − 30 days). Sort by last contacted date ascending. Save as a view called “Mumbai dormant.”
“Deals over ₹5L closing this quarter that are stuck in Proposal Sent”
On Deals page: filter value > 500000 AND expected close date between Apr 1 and Jun 30 AND stage equals Proposal Sent AND stage entered date < (today − 21 days).
“Companies in plastics sector, all states except Maharashtra”
On Companies page: filter industry equals plastics AND state not equals Maharashtra. Sort by total business value descending.
Saved views
Once you’ve built a filter combination you use often, save it. Save view button on the top right of any module page. Give it a name (e.g. “Mumbai dormant”). It now appears in your views list — one click to apply.
You can share a view with your team or keep it private. Owners and Admins can designate views as workspace defaults.
Advanced text operators
For very specific searches, the global search bar accepts operators:
"exact phrase"— exact match (use double quotes)-word— exclude this wordfield:value— search a specific field (e.g.city:Pune)
Common questions
“I know this contact exists but I can’t find them.”
Three likely causes: (1) you don’t have visibility to that record — your role’s scope is own or team; (2) the record was deleted — check Recycle Bin (Settings → Recycle Bin); (3) typo in your search — try a partial match.
“Can I search by phone number with country code?”
Yes. TatvaCRM normalises phone numbers internally, so 9876543210, +91 9876543210, and 0091-98765-43210 all return the same match. You don’t need to know which format was used at entry.
“Can I export search results?”
Yes. After filtering, click Export on the top right. CSV or Excel. Exports respect your visibility — you’ll only export records you can see.
What to read next
- Search and filters for contacts — deeper guide for contacts specifically
- Roles and permissions — what determines what you can see